A few points of follow-up on last week’s piece Android Where?: So What About iWatch? I only mentioned the iWatch tangentially in last week’s piece, which is just as well, for it gives me an opportunity to link favorably to this piece on Techpinions by industry veteran Tim Bajarin about the (alleged) iWatch: I actually […]
Android Where?
There is no questioning the scope of Google’s ambitions. Consider the fact that yesterday’s two-and-a-half hour keynote was shorter than the 2013 version, and that the two keynotes had almost zero overlap! While last year Google spent a lot of time both enhancing the Android development environment and Google+, this year was about extending Android […]
Daily Update: Google I/O – Analysis on Every Announcement
Good morning, It’s the day after the Google I/O keynote, and I believe the actual presentation has concluded but I really should check to make sure… In all seriousness, this year’s presentation was actually shorter than last year’s, but no less ambitious. Like I did after WWDC, I’m going to spend this update running throughSubscribe […]
Daily Update: Satya Nadella at the Code Conference, Google’s Self-Driving Car Video, Intel to Work with Rockchip on SoC
Good morning, I mistakenly made yesterday’s Daily Update available to everyone; I promise you that was not intentional, and apologize for lowering the value of your subscription for even a day. I also wrote about the ongoing dispute between Amazon and the publishers in a piece called Publishers’ Deal with the Devil. Amazon also releasedSubscribe […]
Daily Update: Google v Oracle, Mobile Gaming and Gambling, Third-Party Mobile Platforms
Good morning, I’m still thinking a lot about the Apple Beats deal, and plan on a post later today, so keep your eyes out. It’s really one of the more fascinating deals we’ve seen since, well, Facebook and Google buying Occular and Nest, respectively, but with Apple everything is magnified. In the meantime, a longerSubscribe […]
Dependent on Digital Whales
It was very hard to find fault with anything that Facebook announced at F8 last week. Unlike their past developer efforts, which were all about pulling content onto Facebook, this year was about pushing Facebook’s infrastructure out into all kinds of mobile apps. The win for Facebook is that much more signal about their users, […]
Daily Update: Facebook’s New Platform
Good morning, Private RSS feeds should be fixed! Finally! Let me know if you still have any problems. I apologize for the delay in fixing this issue, and will be taking steps to ensure such things are fixed more quickly in the future (on a related note, Marco Arment was right). Today’s update is aSubscribe […]
Box, Microsoft, and the Next Enterprise Platform
Let’s get one thing out of the way: there is nothing about Box’s S-1 filing that suggests tech is in a bubble. Indeed, the fact Aaron Levie and company are not yet profitable is a good thing. To understand why, you must read Should Startups Focus on Profitability or Not by VC Mark Suster: There […]
Face Is Not the Future
There is certain logic to any Facebook acquisition given the current stock price. The current market valuation of $156 billion implies significant revenue growth on an annual basis far greater than simply converting desktop revenue streams to mobile ones; if you assume the stock price will decrease in the future, then making largely stock-based purchases […]
The Social Conglomerate
When news of the Facebook/WhatsApp deal broke, a lot of people gave me credit for being prescient: after all, I had just written 1,568 words on why messaging was mobile’s killer app. WhatsApp, though, was all but absent from the article, meriting but a single mention, and in parenthesis at that! Viber does have strong […]